Podcasts about referrals

Ever feel like you're not ready, not qualified, or not good enough to land the clients you want? That's head trash — the doubts and stories that sound rational but quietly hold your business back. In this episode, you'll hear a client wrestle with her own head trash, and you'll hear Leah share hers too. What they uncover might sound uncomfortably familiar… and could change how you see your consulting business.   ---  

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

When most lawyers see a case with messy facts, impossible notice deadlines, or municipal negligence—they pass. Devin Janosov doesn't. And that reputation alone now drives over 90% of his new clients. Janosov, of Papcsy Janosov Roche Trial Lawyers shares the overlooked details that turn “unwinnable” files into viable cases… and why other attorneys call him before anyone else. You'll learn: How notice requirements quietly kill good cases Why being willing to take a case “all the way to the end” attracts referrals The intake structure his firm uses when every file is complex How focus groups and discovery help him see what the defense will miss If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

In this episode of the Fearless Mindset Podcast, we dive into the nuances and challenges of the Executive Protection (EP) field. The discussion covers the importance of having a clear plan, the necessity of execution in business, and the distinction between W2 and 10-99 employment in EP. The guests share their personal experiences and the inherent instability in the industry due to client indecisiveness and financial hesitations. They emphasize the value of trust and persistence in building business relationships and highlight the benefits of running a boutique agency. The conversation also delves into generational differences in job satisfaction and the importance of process-oriented business strategies. Finally, they discuss the impact of networking events and the role of referrals in business growth.Key TakeawaysExecution is more important than ideas—success comes from acting, not just planning.Trust and relationships are foundational in business, but take time to build.The security/executive protection industry is challenging, with little stability and a need for constant hustle.Adaptability and having a clear plan are critical for business survival and growth.Most business growth comes from referrals and word of mouth, not just visibility.Notable Quotes"It all boils down to execution. The better you execute it or even just attempt to execute it, the easier it's gonna be.""Without the trust piece, you're just another company.""Business is hard. It's not for the faint of heart. Most of them fail in the first two years.""If I can save a veteran from committing suicide, it's worth it. And that's why I do what I do.""Trust doesn't come overnight."To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen on major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what's actually working to get butts in seats and referrals on the books.You'll learn:Why classes are the most leveraged way to connect with agents at scaleHow to pick topics agents care about (hint: it's not mortgage guidelines)The exact steps to promote your event—even if you're starting from zeroFrom investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.Connect with Connor on LinkedInLearn More About myAgent ClassesLike This Episode?

The old idea of “networking” is collecting connections, going wide, showing up everywhere is dead. Everyone is visible. Everyone is accessible. And when everyone blends in, no one stands out. What the market rewards now isn't reach. It's resonance. The tight, intentional circles where trust moves faster than volume and where opportunity spreads long before the job posting ever appears. If you've been trying to meet more people instead of the right people, you're playing the wrong game. The real problem with traditional networking Your network might be huge… but it's flat. People know you, but they don't think of you. You're a name in a feed, not a person in their mental roster. Clusters flip that completely. Clusters are purposely small, high-trust groups where your story doesn't need a 15-minute explanation. People understand you, advocate for you, and amplify you ...  organically. In this episode: • Why traditional networking is losing power in the digital age • The rise of micro-communities and why they outperform a huge network • What sociologists discovered decades ago about “weak ties” and why it matters more today • The difference between visibility and resonance (and why resonance wins) • The hidden math: why referrals drive almost 40% of hires with less than 10% of the volume • A step-by-step process to build your own cluster from scratch • Why generosity is your strongest currency in a curated network A real before/after transformation Before: An executive with thousands of connections but no traction. Their visibility was high, but their resonance was low. No one truly understood their value. Then: They shifted focus from audience size to relationship depth — identifying 8–10 people who shared goals, challenged their thinking, and naturally advocated for them. After: Their “network” became a power circle. Referrals increased, opportunities accelerated, and they moved from pushing their story out to having opportunities pulled toward them. That's the compounding force of a cluster: Small, intentional, and exponentially more effective than a wide but disconnected network. Timestamps (0:00) – The truth about job security (0:56) – Why most executives stay too long (1:20) – The myth that “visibility is enough” (2:00) – The death of the generic network (3:05) – What a cluster actually is (4:06) – “Weak ties” and how opportunity really spreads (5:16) – Why the 30-Day Blast exists (6:13) – How micro-communities create built-in trust (7:07) – How to identify your future cluster (8:02) – The referral math that changes everything (9:07) – Final takeaways: Small is big The takeaway Stop collecting contacts. Start collecting believers. Your next opportunity won't come from a crowded feed — it'll come from a curated circle that sees your potential long before the rest of the world catches on. Small is big. Clusters beat networks. Build the group that amplifies you next. Connect with Loren LinkedIn: https://www.linkedin.com/in/lorengreiff/ Instagram: https://www.instagram.com/portfoliorocket/ Subscribe to Career Blast in a Half Apple Podcasts: https://podcasts.apple.com/ph/podcast/career-blast-in-a-half/id1670977528 Spotify: https://open.spotify.com/show/3b3kSamj8RbTNNgOg5E5oi YouTube: https://www.youtube.com/channel/UCpGM7j8croBkkZ4bLqN7DOQ/ About Career Blast in a Half A third of your life is spent working. Career Blast in a Half is your weekly 30-minute hit of simple, powerful, and practical career acceleration — built for executives over 40 who want smarter moves, faster wins, and work that finally feels aligned. Work with Loren Join the 30-Day BLAST Program: https://www.portfoliorocket.com/our-programs  

Title: Your Year of Referrals Starts Here: The Referral Mastery System Explained Host: Michael J. Maher Description: Ready to make 2026 your most referral-filled year yet? Michael walks you through The Referral Mastery System—covering the three pillars, the step-by-step classes that bring them to life, and "The Fix," his seven-step method to solve problems permanently. Learn how to create your TOP YAP for your top clients and your ALL YAP for your full database, and stay top of mind all year long. (7L) Referral Strategies: YAPS, The Fix, Referral Mastery System Special Offer: Join Referral Mastery Academy for just $47 for the first month and complete your full 2026 plan by December 11th! Grab the offer at YAPSworkshop.com

Early in my design career, I thought referrals were the ultimate sign of success. A happy client, emotional reveal, or heartfelt thank-you note — surely that meant more business was on the way, right? I quickly learned the truth: referrals are unpredictable behavior, not a reflection of love, skill, or value. In this episode, I'm sharing why relying on referrals alone creates a fragile business and what you can do to build momentum that's intentional and sustainable. IN THIS EPISODE, YOU'LL LEARN: • Why referrals are not a love language — they're inconsistent and circumstantial • How relying solely on referrals can keep your business fragile, underperforming, and undercharging • Why visibility and consistent presence are the real drivers of predictable growth • Practical ways to show up intentionally so clients and prospects truly understand your value Referrals are the icing, not the cake. If you want a business built on intention rather than chance, you need a strategy that includes consistent visibility, clear messaging, and intentional marketing. This episode will help you release the emotional weight of waiting for referrals, step confidently into your role as the visible, trusted leader of your business, and start creating momentum that's predictable and sustainable.   RESOURCES:   INTERIOR DESIGN BUSINESS BAKERY - Our year-long mentorship and coaching program: https://thedesignbakehouse.com/interior-design-business-bakery   SIMPLIFY YOUR MARKETING, SIMPLIFY YOUR LIFE. All-in-one software that organizes sales, marketing, and business services all in one convenient location. https://mysidemark.com/   MARKETING MEMBERSHIP - Join our hands on marketing & visibility program, no contract, only $59/month. https://thedesignbakehouse.com/lead-lab   Stay in touch with Michelle on Instagram: https://www.instagram.com/thedesignbakehouse/   Join our Free Facebook Community: https://www.facebook.com/groups/idbizlaunchpad    Get clarity on your next best step today! https://www.designedforthecreativemind.com/reviewguide   Have ideas or suggestions or want to be considered as a guest on the show? Contact me! https://www.DesignedForTheCreativeMind.com/contact  

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this special live episode from SaaS Summit Benelux in Amsterdam, Joran sits down with Roelof Otten, founder of SaaSmeister, to explore How PLG Will Change in 2026: AI Agents, Onboarding & Hybrid GTM. Together, they break down the biggest shifts coming to B2B SaaS go-to-market—from the rise of hybrid motions and the evolution of sales roles to the transformative impact of AI-powered demos, agents, and conversational interfaces.Roelof shares actionable, stage-specific insights for founders at every level. You'll hear why PLG is becoming a company-wide strategy instead of a product feature, how onboarding is expanding beyond the UI, why freemium is harder for AI-native products, and what it really takes to build data tracking that supports growth instead of slowing it down.Whether you're moving from sales-led to product-led, building a hybrid GTM, or preparing your SaaS product for an AI-first future, this episode offers a clear roadmap for navigating the changes ahead and meeting buyers where they want to be in 2026.Tune in to learn how to implement PLG effectively, empower your sales team in a consultative model, integrate AI responsibly, and build growth loops that compound over time.Key Timecodes(0:00) – B2B SaaS, PLG, AI onboarding, AI demos, product-qualified pipeline, GTM 2026, SaaS Summit(0:52) – B2B SaaS podcast(0:58) – Roelof Otten, SaaSmeister, PLG(1:07) – GTM 2026, PLG trends(1:42) – Hybrid GTM, PLG, sales-led(2:36) – AI GTM, AI agents, AI demos(3:12) – Interactive demos, AI sales assistant(3:50) – Buyer enablement, AI demo(4:20) – In-product AI, trial support(4:36) – PLG transformation, sales alignment(5:21) – Consultative sales, upsell, PQLs(5:43) – PLG funnel, activation, expansion(6:00) – Conversational UI, AI UX(6:52) – UX transition(7:25) – AI platform, data layer, models(7:37) – MCP, AI integrations, ChatGPT, Claude(8:10) – AI privacy, security, compliance(8:46) – Build vs buy AI, LLMs(9:22) – PLG first, SaaS trial(9:38) – Reditus, SaaS affiliate(10:22) – AI costs, freemium(10:35) – Freemium strategy, CAC, churn(11:39) – Referrals, partnerships, affiliate growth(12:33) – In-app referrals, incentives(13:06) – Onboarding, nurture, reactivation(13:57) – Signup friction, JTBD, ICP(14:57) – Personalized onboarding(15:14) – Founder-led sales, JTBD, messaging(15:45) – ICP focus, activation metrics(16:39) – Product analytics, event tracking(17:01) – Roelof Otten, SaaSmeister(17:15) – Podcast outro, sponsor, Reditus

Stop Asking for Referrals: The Science-Backed System That Actually Works with Stacey Brown Randall>> Check out Stacey's book, The Referable Client Experience.>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Why did people turn down a $5,000 cash reward for referring a candidate? Dakota Younger discovered a strange psychological phenomenon while building his referral platform: offering money sometimes decreases motivation. In this interview, he breaks down the complex psychology of incentives, explaining why altruism often outperforms cash and how to structure a referral program that actually works. Dakota also explains why posting jobs is the least effective way to hire, the power of accessing passive talent through social capital, and the "Ice Cream Study" theory on why giving people too many choices leads to decision paralysis. Finally, he shares his most humbling lesson as a founder: admitting that he knows "absolutely nothing." Check out the company: https://goboon.co

Title: Your Year of Referrals Starts Here: The Referral Mastery System Explained Host: Michael J. Maher Description: Ready to make 2026 your most referral-filled year yet? Michael walks you through The Referral Mastery System—covering the three pillars, the step-by-step classes that bring them to life, and "The Fix," his seven-step method to solve problems permanently. Learn how to create your TOP YAP for your top clients and your ALL YAP for your full database, and stay top of mind all year long. (7L) Referral Strategies: YAPS, The Fix, Referral Mastery System Special Offer: Join Referral Mastery Academy for just $47 for the first month and complete your full 2026 plan by December 11th! Grab the offer at YAPSworkshop.com

Referrals are one of the most powerful growth levers in a photography business — yet most photographers treat them like something mysterious or magical that “just happens” when the work is good enough. In this conversation, Stacey Brown Randall dismantles that myth completely. She explains why great photos and happy clients don't automatically lead to consistent referrals… and why the missing link is almost always the client experience itself. Not the workflow, not the quality of the images — but how clients feel at every stage of working with you. Stacey shares the simple shifts photographers can make to turn happy clients into referring clients — without scripts, awkward asks, discounts, or gimmicks. From identifying “referral hot zones” to planting subtle referral seeds, to using handwritten notes and thoughtful touch points that genuinely make clients feel seen… she lays out a new way to think about referrals that's grounded in connection, not tactics. If you've ever wondered why your clients say they love you but rarely send people your way — or if you want to build a business that grows through trust, reputation, and genuine word-of-mouth — this episode will change how you approach your client experience. The post 645: Stacey Brown Randall – The Referral System Every Photography Business Needs appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.

Welcome to episode 307 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken welcomes Ed Levy, creator of I Love My PI Lawyer—a curated client-gifting and referral system for personal injury firms. After two decades in promotional marketing for brands like Porsche, Gallo Wines, and major agencies, Ed spotted a gap: PI firms were under-leveraging their happiest audience. His program turns thoughtful, high-perceived-value gifts into stronger relationships, better reviews, and consistent referrals, without looking like advertising. What you'll learn about in this episode: 1. Client Gifting That Actually Moves the Needle - Why gifts must feel personal (not promo) to change client attitudes - How "high perceived value" (typically $25–$35+) beats swag every time 2. Timing & Touchpoints Across the Case - Best moments to gift: onboarding, mid-case, and 30–60 days post-settlement - How mid-case gifting calms nerves and post-settlement gifting says "not forgotten" 3. Design, Messaging & Differentiation - Crafting firm-specific designs and note cards that tell why this gift was chosen - Removing calls-to-action so the gift strengthens trust (not sells) 4. Execution Without the Headaches - Creative, production, warehousing, and weekly fulfillment handled for you - Practical ranges with glassware, blankets, tech, and more 5. ROI, Referrals & Ethics Nuance - How a 1–3% referral lift can pay for the entire program - Ideas for past-client/referrer tiers—plus watching state-bar rules on gifts   Resources:  Website: edventurepromotions.com/ilovemypilawyer LinkedIn: linkedin.com/in/edlevy Instagram: https://www.instagram.com/ilovemypilawyer/  Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

In this episode, Brian Miller and Chad Hall share seven practical and relational ways to find new coaching clients. Their conversation blends mindset, strategy, and faith—reminding listeners that building a coaching practice is less about marketing gimmicks and more about authentic relationships, service, and attentiveness to where God is already at work. Whether you're just starting out or seeking to grow your client base, this episode offers actionable insights to help you move forward with confidence and purpose. Key Highlights Referrals from existing clients are the most natural and effective way to gain new clients—make it easy for them by describing who you want to work with. Referrals from non-clients (like community leaders or church contacts) can be equally valuable when you've built trust and credibility. Publishing—through blogs, podcasts, or ebooks—helps increase visibility but works best when it serves the client's needs, not your ego. Presenting at local events, workshops, or online gatherings positions you as a helpful expert and naturally draws interested clients. Prayerfulness grounds your efforts, helping you discern where God is opening doors and aligning your work with His purpose. Takeaways Serve before selling. The best marketing for coaching is genuine service—offering value and care to others. Ask directly. Many clients come simply because you invited them—don't assume people will approach you first. Stay active in your community. Participation builds trust, connection, and opportunities for meaningful engagement. Keep your posture humble and relational. Avoid transactional tactics like referral fees—focus on creating goodwill. Pray with expectation. Trust that God is already at work preparing opportunities; your role is to notice and join in.

Send us a textIn this episode of Serve First, Sell Later Marketing, host Sylvia Garibaldi reveals the real engine behind steady, high-quality referrals: silent advocacy. These are the clients who talk about you in private conversations you'll never see—because their experience with you was unforgettable. Sylvia outlines five key referral triggers and provides practical steps to integrate these into your practice, ensuring that your clients become your greatest advocates.  A must-listen!In this episode, you'll learn: 01:38 Understanding Referrals and Advocacy02:16 Creating Client Experiences03:00 The Discomfort of Asking for Referrals06:08 Five Natural Referral Triggers18:01 The Silent Advocate Effect22:51 Practical Steps to ImplementResources:Join us for our LAST webinar of the year here.Feeling stuck about how to grow your practice, book a free strategy call here.#64 From Referral Plateau to Referral Powerhouse#88 5 Steps to Fast-Track Referral Partnerships#99 LinkedIn for Lawyers & Mediators: Turning Followers into Referral PartnersRate, Review, & Follow on Apple Podcasts"Love listening and learning from the Serve First, Sell Later Marketing Podcast” If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Want more insights like this? Sign up for our newsletter. Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on linkedin Join our online community Subscribe to my youtube channel

If your referrals feel slow, unpredictable, or like they're coming from the wrong people, there's a reason, and it has nothing to do with your talent. In Part 1 of this 4-part series, I'm breaking down the three gaps that are the leaks in your referral pipeline, the places where momentum stalls and opportunities never convert.In this episode, you'll learn:1) Why your referral system feels random (even when you're “doing all the things”).2) The 3 gaps that keep referrals from flowing:Gap #1: Visibility: You're the best-kept secret, or visible in the wrong rooms.Gap #2: Interest: You meet great people, but they don't follow through or refer.Gap #3: Purchase: You attract inquiries that don't match your budget level or value.3) The VIP Method that closes the gaps and creates a simple system so referrals stop being accidental and start being predictable. If you want high-quality referrals that turn into real buyers, start here.This episode sets the foundation for the series, and shows you exactly what needs to change before the phone starts ringing consistently. Next up:✅ [Part 2] Visibility Gap, how to stop being the best-kept secret and get seen by the right partners. And if you want the scripts, framework, and live coaching to make referrals effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

If your referrals have been slow, unpredictable, or packed with the wrong kind of inquiries, this episode is going to make everything click. In Part 2 of the series, I'm closing the Visibility Gap, the reason so many talented designers stay the best-kept secret in their market even when their clients are thrilled. This episode breaks down how to get visible in the right places to the right people, so referrals become consistent and scalable.In this episode, you'll learn:Why your referrals are trickling in even when your work is amazing.The difference between visibility that feels busy… and visibility that pays.The 3-part Visibility Filter to identify exactly who you should be getting in front of Next up:✅ [Part 3] The Interest Gap, how to turn promising connections into real follow-through and referrals. And if you want the scripts, framework, and live coaching to make visibility effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

Ever leave a networking event thinking, “That was such a good connection!”…and then nothing happens? In Part 3 of this 4-part Referral Machine series, we're closing the Interest Gap, the reason promising conversations don't turn into real business.In this episode, you'll learn:How to spot an Interest problem, when people are excited in the moment but never follow through.The 4 reasons Interest usually dies after a great conversationWhy your mindset is the real gatekeeper to your next level, not your portfolio, not your website, not your logo.The simple Follow-Through Play that makes networking productive without feeling forcedNext up:✅ [Part 4] The Purchase Problem, turning referrals into qualified luxury buyers! And if you want the scripts, framework, and live coaching to make interest effortless, join me for Double Your Referrals on Dec 3rd at 12PM Eastern, it's free, live, and built to get your referral machine moving. Sign up link is below

To get great referrals, you can be visible, you can spark interest...but if those referrals don't convert into real buyers, your referral machine stalls right there. In Part 4 (the final episode of this series), we're closing the Purchase Gap, the reason you might be getting leads, but not landing clients at the level you want. Because referrals aren't the finish line, they're the starting line.And if the people being sent your way aren't ready to buy, don't have the budget, or don't understand your value — the system breaks.In this episode, you'll learn:What to do when inquiries are coming in, but aren't converting into clients.The 3 moves that make clients who purchase effortless inside the Luxury Client AcademyMy 4-step Qualifying process that saves time, tears, and wasted energy When Visibility, Interest, and Purchase are aligned, referrals stop being random and start being reliable, and closing becomes the obvious next step! Want the full Referral Machine installed in your business?Join me live for Double Your Referrals on Dec 3rd at 12PM Eastern.I'll teach this entire framework, plus scripts and templates you can implement immediately. Sign up link is below

Welcome to this bonus podcast episode! Clients who rave about you are marketing gold. When they bring in their friends or family members, they're already pre-sold and more likely to convert.  Turn your members into your best sales team with Alina Cooper and Heather Garrick in Episode 690: Everybody's Talking About You: Harnessing the Power of Referrals.  Simplify the ask: keep it easy, clear and one-step so referrals are no-brainers Reward everyone: make it a win-win so the referrer and the friend feel great Show it off: promote the referral program in studio, on socials and everywhere  Time it right: ask members for referrals during that post-class buzz Always incentivize: track, thank and recognize members—fast and personally  Pick a month, plan a campaign, brief your team and measure what happens. This may become your favorite marketing tool, with big potential. Capitalize on the opportunity with Episode 690.   Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

After accidentally finding herself in consulting, Carrie Bornstein started with small, one-off projects. But she knew they weren't as fulfilling as bigger projects with bigger impact, and they wouldn't get her where she wanted to be financially. In this episode, she shares how she began landing bigger, more impactful work, increased her income, and built a business that aligns with her values.   Learn more about Carrie at carriebornstein.com   ---  

Joining me today on the podcast is Stacey Brown Randall—a returning guest and someone you're going to love hearing from again. Stacey has been on the show twice before, and today she's back to share insights from her brand-new book, The Referable Client Experience. You may also know her as the author of the multiple award-winning book Generating Business Referrals Without Asking, and as the host of the hugely popular podcast Roadmap to Referrals. Beyond her work as a consultant and coach, she's also a wife and mom of three, bringing a grounded, real-world perspective to everything she teaches. In this episode, we're diving into what it truly takes to create a client experience that naturally generates referrals—without the awkward asks or uncomfortable scripts. You won't want to miss this conversation. Topics Mentioned: Emotional Connection Client Experience Consistency in Connection Referral Strategies Key Thoughts:  The Referable Client Experience Book Overview This book explores how businesses can create a client experience that generates referrals. The focus is on being a referrable business to begin.   Enhancing Client Referral Experiences   It is important to create a referable client experience beyond just delivering results. Understanding how people feel when referring others, not just the results, highlights the need for a repeatable process to ensure consistent positive results . Focusing on client feelings is crucial for generating referrals.   Client Experience Emotional Design      Intentionally craft a client experience to align with desired outcomes. "Ideal Client Reaction Script" involves identifying 3-5 key emotions or reactions clients should experience and ensuring your process is crafted to achieve these outcomes. Enhancing Client Experience with Consistency Having a repeatable process allows for consistency in approach and delivery. Clear SOPs that are documented encourages the client experience to be analyzed from start to finish. AI and Human Connection AI has a place in client experience models, but it cannot replace human connection. Identify which touch points can be automated, and which should be done by a human.   Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams   Contact Stacey: Email: stacey@staceybrandall.com Instagram: @staceybrownrandall Facebook: Stacey Brown Randall YouTube: Referrals Without Asking LinkedIn: Stacey B Randall Website: Stacey Brown Randall   References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions The Referable Client Experience by Stacey Brown Randall

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Join our free week-long event Your Best Year Yet to map your 2026 plan with us and leave with momentum. https://www.myalignedpurpose.com/bestyearIn this Biz Besties episode, Nicole and Kaila share the behind-the-scenes truths of how women entrepreneurs in Aligned CEO Method are growing sustainable, profitable businesses through mindset, referrals, and smart strategy.This conversation dives deep into what it really takes to become an aligned CEO: one who attracts clients through trust, delivers results with integrity, and builds wealth that feels good. Whether you're signing your first client or scaling to seven figures, this episode will remind you that your next level is built on strategy, a plan and of course a confident and grounded mindset. In this episode, you'll learn:How to strengthen your money mindset and create aligned growthThe secret to building a profitable, referral-based businessWhy trust and community are your most powerful business toolsAnd if you're ready to learn how to better manage your energy and stress as you grow, take Rachel Mark's free Stress Blueprint Quiz — a personalized guide to understanding your unique stress and hormone patterns. https://www.rachelmark.ca/blueprintMentioned in this episode:Ready to have your BEST YEAR YET?Join us for five days of mindset, money, and strategy magic where we'll walk you through how to plan your most aligned, abundant year yet! Monday Nov 24th - Friday Nov 28th WE GATHER DAILY 3-4 pm pst (virtually on zoom) You're a woman in business with big goals your own clients, more cash flow, more freedom But if you're honest… sometimes you're flying by the seat of your leggings. You want to enter 2026 feeling focused and in control because as of right now

This episode takes you inside the reality of becoming a systems integrator and growing a technical services business from the ground up. Vlad and Dave share their personal experiences launching and running integration companies, the lessons they learned as engineers moving into business ownership, and the challenges that come with finding customers, choosing technologies, setting rates, managing cashflow, and hiring the right people. This is a detailed and candid look at what the journey actually requires. It is also a practical conversation that breaks down how technical professionals can evolve beyond pure engineering work in order to build a sustainable integration practice in the world of manufacturing and industrial automation.The episode begins by grounding the definition of a systems integrator in the context of modern industrial environments. Vlad and Dave explore the many different shapes and levels of integrators across the ISA eighty five and ISA ninety five landscape, from controls and PLC programming to SCADA development, MES implementations, and specialized software delivery. They also explain why customers hire integrators, why the most valuable asset is always the people, and why the hardest part of the work is rarely technical. Vlad shares insights from his decade in engineering and operations roles at Procter and Gamble, Kraft Heinz, and Post Holdings, followed by senior engineering and management positions at multiple systems integration firms. Dave brings his experience from aerospace, OEM machine building, distribution, and running his own integration business focused on manufacturing execution systems and ignition development.The conversation then shifts to the earliest stages of starting an integration company. Vlad and Dave describe the moment when most professionals decide to go out on their own, which usually begins with feeling constrained by corporate structures or wanting more autonomy over the projects they work on. They break down the difference between being a contractor and building a long term business and why many technical founders underestimate the reality of sales, marketing, legal administration, cashflow management, and relationship building. The discussion highlights how timing and relationships drive early opportunities far more than technical ability and why every contract carries its own risk profile that needs to be negotiated with care.Listeners are then guided through the real startup requirements for a systems integration company. This includes liability insurance, business registration, accounting and bookkeeping tools, mileage and expense tracking, choosing an internal technology stack, managing licenses, and understanding when to invest in programming software or rely on customer owned licenses. Vlad and Dave explain the role of net thirty, net ninety, and even net one hundred eighty payment terms and why long payment cycles can destroy cashflow if not anticipated correctly. They also share practical frameworks for setting hourly rates, pricing time and materials versus fixed projects, and calculating the true cost of travel, administration, and sales time that erode billable hours.Timestamps00:00 Introduction to systems integration month01:10 Vlad background and career in manufacturing and automation03:00 Dave background and experience running an integration company04:40 What a systems integrator actually is in modern manufacturing07:50 The blurry line between integrators machine builders and software providers08:50 Why people decide to start a systems integration company12:40 Contractor mindset versus building a real business16:50 Early startup requirements insurance registration tools licenses22:00 Sales marketing and the challenge of finding early customers27:00 How timing relationships and visibility drive new work30:00 Referrals partnerships and brand building for technical founders33:20 Understanding financials hourly rates project rates and risk40:00 Negotiating payment terms net cycles and cashflow management43:30 Technology choices internal tools external platforms and vendor ecosystems51:10 Should you specialize or learn every platform54:20 When to say no and how to evaluate incoming work58:00 Hiring your first employee and the reality of scaling01:03:20 The future of systems integration over the next three to five years01:08:00 Final career advice for engineers considering integration01:12:00 Resources and closing thoughtsSystems integrators articlehttps://www.joltek.com/blog/system-integratorsManufacturing consulting insightshttps://www.joltek.com/blog/manufacturing-consultingDigital transformation in manufacturinghttps://www.joltek.com/blog/digital-transformation-in-manufacturingIndustrial cybersecurity fundamentalshttps://www.joltek.com/blog/industrial-cybersecurity-ics

If you want more referrals but it's just not happening, here's what you need to know. Most designers either stay invisible (because they don't know what to say), or they jump in too fast, asking for business before any trust exists.You need to go on a date before you get married. In this episode, I'm breaking down the exact process for building profitable, predictable referral partnerships without being pushy, awkward, or overly forward. You'll learn:The common mistakes designers make in partner outreachWhy warming up people mattersThe goodwill-first strategy (the only approach that works)A few scripts you can use TODAY to make outreach easier & more profitable!New Workshop coming Wednesday, December 3rd 12pm Eastern (11am Central/10am Mountain/9am Pacific)Double your REFERRALS: 3 Simple Steps to get partners that refer clients 24/7Grab your seat here!https://elevateinnercircle.com/double-your-referralsApplications now open for the Luxury Client Academy. Apply here https://www.luxuryclientacademy.comNew Workshop coming Wednesday, December 3rd 12pm Eastern (11am Central/10am Mountain/9am Pacific)Double your REFERRALS: 3 Simple Steps to get partners that refer clients 24/7Grab your seat here!https://elevateinnercircle.com/double-your-referralsApplications now open for the Luxury Client Academy. Apply here https://www.luxuryclientacademy.com

Title: A 52-Week Plan to Get the Most Amount of Referrals in the Shortest Amount of Time WITHOUT Spending a Dime Host: Michael J. Maher Guest: Sheri Maher Description: In this powerful and practical episode, Michael and Sheri break down one of the most misunderstood — and most important — distinctions in real estate success: the difference between a traditional business plan and an appreciation plan. You'll learn why a business plan sets your direction, but an appreciation plan fuels your referrals… and your results. They also dive into how to grade your database, who truly deserves more of your time, and why chasing strangers is the fastest way to burnout — while communicating with friends is the fastest path to referrals. PLUS, Michael drops an early leak of our Black Friday special that will transform your 2026 before it even starts. (7L) Referral Strategies Podcast Topics: YAPS, Grade your database Special Offer: Michael reveals our Black Friday special EARLY on this episode! Get all the details — and lock in an entire year of leadership and coaching from Michael for less than $1,000 — at www.YAPSworkshop.com This special gives you a full year of guidance on building your 2026 plan, choosing the right events, implementing a real buyer process, mastering networking for referrals, and so much more.

In this episode of the Rocket Chiro Podcast I talk about three parts of practice that will completely change your business over time. These are not quick fixes. They are not instant wins. They will not solve your new patient problem this month. But if you make them a priority now, you will look back years from today and feel genuinely grateful that you started. Why Chiropractors Fixate on New Patients I start by talking about the profession's obsession with new patients. Every marketer, coach, and guru leads with new patient promises. You know the messages. They claim they can get you forty new patients a month or grow your practice instantly. New patients feel exciting. They create cash flow. They inflate your numbers. And they can cover up bad systems. Even a poorly run practice can survive if there is a constant stream of fresh bodies coming through the door. The problem is that running a practice this way is extremely stressful. If you ever have a slow month, the weaknesses in your systems show immediately. You never feel stable because the entire practice sits on top of a shaky foundation. You are always looking for the next new patient hit. The Purpose of This Episode I created this episode to help you shift your focus toward three long-term levers that make your practice healthier, steadier, and easier to run. These are not urgent. They do not give you a dopamine hit. But they are the building blocks of a business that does not fall apart when the new patient flow slows down. The three long-term levers are reviews, relationships, and retention. Why Reviews Matter More Than You Think Reviews are one of the easiest and most powerful things you can invest in. They help your local SEO. They help your conversion. They help Google understand what you are known for. They even help AI tools understand what people think about you. One of the biggest advantages reviews provide is the keywords hidden inside them. If your patients mention migraines, sciatica, pregnancy, sports injuries, or anything else, Google takes note. Those words help determine which searches you show up for. I tell the story of a client who asked me if they had too many reviews because they had several times more than every chiropractor in their area. My answer was simple. I would keep going. If I could have ten times more reviews than my competitors, I would not slow down for a second. Being the obvious choice in your community is never a disadvantage. The Power of Building Real Relationships Next I shift into the value of relationships. As an introvert this one has always been a challenge for me. I would rather sit at my computer than go out and meet new people. But chiropractic is a relationship business. We work with human beings. We serve a community. We depend on trust. Relationships with patients matter. Relationships with business owners matter. Relationships with coaches, trainers, teachers, community leaders, and other professionals matter. When people know you and have something good to say about you, everything becomes easier. New patients come more naturally. Opportunities show up. Referrals increase. Sometimes your relationship with a respected person in the community even creates a little bit of authority or credibility transfer. These relationships take time. They take intention. And they are absolutely worth it. Short Term Retention and Why It Affects Results Then I talk about short-term retention. This is not about long-term wellness care. This is simply helping someone stay consistent during their initial care. When you have a clear plan, patients get better results. They feel more connected to you. They are more likely to think of you as their chiropractor. Without a plan you swing between two extremes. You either forget to follow up with people and they slip away, or you accidentally harass them without realizing how many times you have reached out. A system keeps you in the middle where you are caring, consistent, and helpful without being annoying. Long Term Retention and Why It Stabilizes Your Practice Long-term retention does not blow up your numbers overnight, but it is one of the key stability builders in a mature practice. This is where you check in with people who have not been in for three months or six months or a year. You are not trying to guilt them. You are not trying to pressure them. You are simply serving as a reminder for people who actually need your help but have been busy or distracted. These occasional visits do not seem like much in the moment. But over the course of five or ten years, they create steady, predictable support for your practice. They also reinforce that you are their chiropractor even if they do not come in very often. A Reminder for the New Year I wrap up by reminding chiropractors that the best time to start these habits was years ago, but the next best time is right now. As we head into a new year, commit to being better in these three areas. You do not have to be perfect, but you do have to be intentional. Make reviews a priority. Build more relationships. Put a plan in place for both short-term and long-term retention. If you do that, your practice will be radically healthier five years from now. Resources Mentioned Free Website/SEO Review: https://rocketchiro.com/chiropractic-practice-assessment Best chiropractic websites: https://rocketchiro.com/best-chiropractic-websites

Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.

Did you like the episode? Send me a text and let me know!!Business Conversations With Pi – How to Add and Grow Business ValueTodays discussion covers how to define and measure value in business, strategies for growing a company, and the best ways to find top talent. The episode also features expert book recommendations to help listeners deepen their understanding of value creation and business growth00:00 – Introduction Meet host KU and AI co-host Pi. Discover how AI can help entrepreneurs and business owners succeed.00:29 – Who Should Listen Perfect for aspiring founders, small business owners, and anyone seeking business growth strategies.00:51 – What You'll Learn Get expert advice on business planning, marketing, and value creation.01:37 – Getting Started Jesse and Lawrence (Pi) set the stage for a value-packed episode.01:52 – What Is Value in Business? Jesse asks: What does “adding value” mean for entrepreneurs?02:07 – How to Measure Value Lawrence shares five key indicators:Positive feedback (02:07)Repeat business (02:18)Referrals (02:27)Sales growth (02:35)Market share (02:43)02:52 – Growing Your Company's Value Top strategies for business growth:Customer retention (02:57)Customer acquisition (03:12)Innovation (03:21)Efficiency (03:30)Branding (03:39)03:49 – How to Find Top Talent Best places to recruit:Referrals (03:57)Job boards (04:06)Recruitment agencies (04:14)Universities/colleges (04:23)Social media (04:34)04:42 – Book Recommendations for Entrepreneurs Boost your business knowledge with these top books:Blue Ocean Strategy by W. Chan Kim & Renée Mauborgne (04:50): Learn to create unique value and uncontested market space.The Lean Startup by Eric Ries (05:10): Build startups with continuous innovation and customer value.Good to Great by Jim Collins (05:23): Discover what makes companies excel and create lasting value.Competitive Strategy by Michael Porter (05:36): Master industry analysis and competitive advantage.Zero to One by Peter Thiel & Blake Masters (05:47): Find new ways to innovate and build valuable businesses.05:51 – Final Takeaways Lawrence encourages listeners to focus on vaStan.store/skoob for your black Friday coaching deal right now!! Thank you for being a Skoobeliever!! If you have questions about the show or you want to be a guest please contact me at one of these social mediasTwitter......... ..@djskoob2021 Facebook.........Facebook.com/skoobamiInstagram..... instagram.com/uepodcast2021tiktok....... @djskoob2021Email............... Uepodcast2021@gmail.com Skoob at Gettin' Basted Facebook PageAcross The Start Line Facebook Community Find out what one of the four hurdles of stop is affecting you the most!!Black Friday coaching Sale now!! 65% off original price! go to stan.store/skoob to book your appointment and take advantage of this limited time offer! On Twitter @doittodaycoachdoingittodaycoaching@gmailcom

Watch the full episode on our YouTube channel: youtube.com/@mreapodcastMeg Daday traded her law degree for listings and never looked back. As a top solo agent in Chicago, she built her business around connection, not cold calls. In this episode, she shares the exact systems behind her “micro event” model: The MICRO Model. Meg's MICRO Model is supported by a winner's mindset, key habits, and 15-person gatherings that spark relationships, build trust, and generate consistent referrals.We dive into the habits that changed her life, how a 30-day challenge reshaped her mindset, and why she believes movement creates momentum. Then, Meg breaks down her event playbook step-by-step, from audience targeting and sponsorships to post-event market updates that keep her top of mind.If you're an introvert who wants to grow your business through authentic connection, this is your roadmap.Resources:The Two-Hour Cocktail Party by Nick GrayBe Your Future Self Now by Dr. Benjamin HardyThe War of Art by Steven PressfieldBuilding a StoryBrand by Donald MillerExactly What to Say by Phil JonesMAPS CoachingMillionaire Real Estate Agent Podcast NotesOrder The Millionaire Real Estate Agent Playbook | Volume 3Connect with Jason: LinkedInProduced by NOVA

In this conversation, Malcolm shares his journey in the real estate business, emphasizing the importance of belief, mentorship, and strategic growth. He discusses his methods for lead generation, the challenges he faced, and how he manifested success through positive affirmations. Malcolm also elaborates on his book 'I Need You to Win', which encapsulates principles for overcoming adversity and achieving success. He outlines his ambitious goals for the future, including building a million-dollar business and becoming a land developer, while highlighting the significance of consistent marketing and mentorship in achieving these objectives.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Gresham candidly shares the hurdles he's faced in his first year: no closed deals yet, restructuring his marketing company, personal setbacks and juggling family responsibilities. Despite generating a sizable pool of leads, his outreach—via Google Ads, LinkedIn DMs, Facebook groups, and newsletters—has produced little traction. He notes that franchise sales cycles can stretch up to a year, and he's still searching for low‑hanging‑fruit opportunities that haven't materialized through his existing channels. Recognizing that big‑budget spending has been ineffective, Gresham plans to reboot his marketing approach by leaning into his strengths: personal networks (BNI), organic content creation, and modest test ads to identify what works. He likens the process to warfare—play to your advantage, avoid overextending, then regroup. Blue Star Franchise: bluestarfranchise.com Browse the Franchise Inventory: bluestarfranchise.com/franchise Is franchising right for you? Check this out to see: bluestarfranchise.com/assessment Franchise CEO (A CBNation Site - coming soon) - franchiseceo.co Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Host: Michael Fanning, SVP at Windermere Real Estate & Co-Owner of Windermere CoachingGuest: Stacy Brown Randall, Referral Expert & AuthorStacy Brown Randall returns to discuss her new book, The Referable Client Experience, and shares powerful strategies for generating referrals through exceptional client service. This conversation goes beyond the basics of "do great work" to reveal the systematic approach agents need to build a truly referable business.Work Touchpoints + Relationship Building Touchpoints = Referable Client ExperienceIt's not just about doing great work—it's about how your clients feel working with you.Getting more referrals from people already referring you (covered in first book)Generating referrals from your client experience (covered in new book)Getting new people to refer you (future book)1. New Client StageAddress the "quiet voice"—what clients are thinking but not sayingCombat potential buyer's remorseTools: Journey cards, expectation mapsShow clients visually what to expect (60% of adults are visual learners)2. Active Client StageBeware of the "lull of complacency"Navigate the waiting game without losing connectionBalance work touchpoints with relationship buildingDon't just email updates—create meaningful touchpoints3. Alumni Client StageAvoid the disappearing actMaintain relationship building after the transactionRemember: clients have 8-9 year cycles and can refer you every yearScale your approach based on transaction volume✓ Visual communication is crucial - Create buyer/seller books that map the journey from A to Z✓ Address the quiet voice early - Normalize concerns and remove stigma from what clients are worried about✓ Consistency beats intensity - Your biggest challenge isn't getting started—it's staying consistent when you get busy✓ Identify your referral hot zones - Certain moments in your client experience are more likely to generate referrals✓ New agents can compete - You don't need years of experience when you have a professional, systematic client experienceHost of Roadmap to Referrals podcast (approaching 400 episodes in early 2026)Author of Generating Business Referrals Without Asking (2018)Author of The Referable Client Experience (new release)Teaches the science of referrals—how to generate referrals without asking, manipulating, or excessive networkingGet Stacy's New Book: The Referable Client ExperienceConnect with Stacy:Website: stacybrownrandall.comPodcast: Roadmap to Referrals (new episodes every Tuesday)Instagram: @stacybrownrandallLinkedIn: Stacy Brown Randall"Do great work and you'll get referrals. But you're probably not doing anything wrong—you just don't know what you don't know about bridging the gap between being referable and actually receiving referrals." - Stacy Brown RandallSubscribe to Windermere Ask a Coach for more conversations with industry experts and practical strategies for building a thriving real estate business.Be awesome, help somebody, and make it a great day!Episode OverviewKey Topics CoveredThe Referable Client Experience FormulaThe Three Foundational Referral StrategiesThe Three Client StagesKey TakeawaysAbout Stacy Brown RandallResourcesQuote to Remember

What you'll learn in this episode: ● Why most agents waste time showing homes to buyers who never purchase—and how to prevent it● How to get hired before ever showing a home by treating the consultation like a listing appointment● The crucial role of video calls in setting expectations and gaining commitment● How to leverage lender partnerships to create certainty, trust, and stronger offers● How buyer psychology can help eliminate objections before they arise● Why focusing on consistent activity—not unpredictable outcomes—drives long-term success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.

In this episode, I sit down with Brooks Loughry, who brings over 20 years of experience in the aesthetic medical industry. We talk about how medical spas have evolved, what it takes to stand out in such a competitive market, and why discounting your services can actually hurt your business.   Brooks shares his approach to building sustainable, value-based business models through strong team training, smart marketing, and unforgettable patient experiences. We also dive into the power of referrals, how to boost sales without slashing prices, and what really drives long-term success in this industry.   Tune in for practical, no-fluff advice to elevate your practice and increase profitability without compromising your worth.   What you'll hear in this episode: [02:40] Challenges and Opportunities in Med Spas [05:35] The Business Side of Med Spas [11:40] Discounting and Membership Models [16:25] Long-Term Patient Value and Retention [26:15] The Power of Referrals in Business [27:10] Nuances of Discounting and Value Exchange [28:00] Building Loyalty Through Personalized Experiences [36:15] Reducing No-Shows and Cancellations [39:55] Effective Rebooking Strategies [41:10] Avoiding Common Business Pitfalls   If you like this episode, check out: Keep Your Business Profitable with Strategic Cost Management A Deep Dive into Your Profitability Strategy The $5M Bottleneck   Connect with Brooks Loughry: LinkedIn: Brooks Loughry Instagram: @brooksadvises Email: Brooks@bioenergylabs.com   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this episode of The MamasteFit Podcast, hosts Gina, a perinatal fitness trainer and birth doula, and Roxanne, a Certified Nurse Midwife, discuss the importance of understanding pelvic mechanics for birth workers. The episode addresses how the pelvis opens, the different movements and exercises that can create space prenatally and during labor, and the impact of pelvic mechanics on pregnancy comfort, labor progress, and postpartum recovery. They delve into common pregnancy discomforts, birth complications related to baby positioning, and the significance of prenatal preparation. The episode also highlights the importance of collaborative care among birth professionals to best support positive birth outcomes.Here is our free pelvic floor guide, designed with our in house pelvic floor PT!: https://mamastefit.com/freebies/prepare-your-pelvic-floor-for-labor/00:00 Introduction to The MamasteFit Podcast01:08 Understanding Pelvic Mechanics02:51 The Importance of Pelvic Mobility During Pregnancy07:17 Normal Asymmetry and Its Impact on Pregnancy11:56 Personal Experiences with Pelvic Pain18:12 Prenatal Preparation for Better Birth Outcomes21:34 The Role of Pelvic Mechanics in Labor23:13 Sponsor Break: Needed Perinatal Nutrition25:33 Resources and Referrals for Pelvic Health29:42 Introduction to Labor Variations30:54 Understanding Pelvic Mechanics31:42 Common Labor Issues and Solutions32:41 Techniques for Creating Space in the Pelvis35:38 The Mile Circuit Explained36:54 Addressing Baby's Position and Movement46:13 Collaborative Care and Observations52:43 Conclusion and Course Promotion————Get Your Copy of Training for Two on Amazon: https://amzn.to/3VOTdwH

While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of Stevens Capital Partners, an RIA based in Omaha, Nebraska, managing $500 million in AUM for 475 households. Listen in as David shares how he's built a thriving referral engine—receiving 10 to 15 client introductions per week—by teaching clients how to make meaningful connections instead of simply "asking for referrals." You'll learn about the timing and phrasing he uses to normalize referrals during onboarding, how he uses text messaging in this process, and how his firm has adapted as it has added clients across a range of segments. For show notes and more visit: https://www.kitces.com/463

Title: Referrals Podcast: Host Michael J. Maher Just Had the Best Marketing Idea While Unboxing #Notevember Gifts! Host: Michael J. Maher Description: In this heartfelt solo episode, Michael J. Maher dives into the two most important months of the year for real estate professionals — and why what you do right now can shape your business for years to come. He unpacks the incredible impact of appreciation, the momentum inside the Referral Mastery Academy and the Generosity Generation, and how a simple handwritten note can trigger referrals, relationships, and even life-changing opportunities. Michael also walks listeners through the magic of #Notevember — the 30-day handwritten note challenge — and shares real success stories from participants, including how one note helped spark multiple home purchases. From building stronger connections to transforming your mindset, Michael explains why appreciation in action beats appreciation in words every time. You'll also hear Michael reveal his "7 Steps to a Power Note," why unbranded cards and colored envelopes matter, how a P.S. can prompt action, and even a clever marketing idea he had mid-recording while unboxing #Notevember gifts! If you're ready to finish the year strong and deepen your influence, this episode will inspire you to put pen to paper and let appreciation lead the way. (7L) Referral Strategies: 7 Steps to a Power Note, #Notevember, Power Note Mastery Special Offer: Join our referral community at www.JoinGenGen.com

Getting clients takes strategy, consistency, and, yes, mindset. In this live session with a group of consultants and fractional leaders, Leah shares three mindset shifts that can make getting clients (and running your business) feel a whole lot easier. You'll want to write these down!   ---   When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you.   1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver.   2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals   3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.  

 What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows   To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead